Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Brian Jones1st Global Capital Corp.MetLife Securities Inc.07-08-2016
Ryan Scott Cook1st Global Capital Corp.Lincoln Financial Advisors Corporation01-06-2015
Jeffrey Scott McCorkendale1st Global Capital Corp.Edward Jones$2511-15-2010
Jeremiah David North360 IRABrookstone Capital Management LLC09-15-2017
Fetzer Eugene Crockett4-C Personal Wealth Management Consultants, LLCNational Planning Corporation04-21-2009
Bradley A CombsAcropolis Investment Management, L.L.C.Paradigm Financial Advisors LLC07-29-2019
Michele Rene ClarkAcropolis Investment Management, L.L.C.Clark Hourly Financial Planning and Investment Management05-02-2019
Brian James SmithAcropolis Investment Management, L.L.C.VALIC Financial Advisors, Inc.09-18-2018
Adam Byron ClarkAdvicePeriod, LLCMoneta Group Investment Advisors, LLC03-01-2018
Roger Allen RekateAdvisor One, LLCMonticello Investment Services, Inc.12-06-2013
Mark Alan SquiresAE Wealth Management, LLCCornerstone Securities LLC03-04-2020
Matthew David CroweAE Wealth Management, LLCWells Fargo Clearing Services, LLC02-05-2020
Todd Franklin GregoryAE Wealth Management, LLCD.H. Hill Advisors, Inc.09-09-2019
Michael Joseph LamarcheAE Wealth Management, LLCVirtue Capital Management, LLC06-28-2019
John Paul KilloyAE Wealth Management, LLCLincoln Financial Advisors Corporation06-10-2019
Christopher Allen GrahamAE Wealth Management, LLCBrookstone Capital Management LLC01-08-2019
Brett Thomas LawlessAE Wealth Management, LLCAmeriprise Financial Services, LLC12-03-2018
Michael Marvin QuarlesAE Wealth Management, LLCTucker Asset Management LLC10-27-2017
Joshua Wayne ArmstrongAlbatross Investment Services LLCAlbatross Investment Services LLC06-20-2019
Jeffrey Thomas BoneAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC12-19-2019
Stacey Irene SkeensAllstate Financial Services, LLCThrivent Investment Management Inc.08-01-2019
Kenneth Gregory KlagesAllstate Financial Services, LLCVALIC Financial Advisors, Inc.04-30-2019
Tyler Ryan LiebermanAllstate Financial Services, LLCCetera Investment Services LLC02-06-2019
Sean Alan SunderlageAllstate Financial Services, LLCEF Legacy Securities, LLC02-07-2018
Carol GuierAllstate Financial Services, LLCThrivent Investment Management Inc.01-04-2018
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Showing 1 to 25 of 4,647 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.